Document Processor Module

Updated on 07 Jun 2024
1 Minute to read
Contributors

Print
Dark
Light
PDF

Article summary

Did you find this summary helpful?

Thank you for your feedback

The Document Processor module helps process files that are received from the end user. It helps organize end-user data in a format based on your requirements. It extracts an attached document from the email, processes it, formats it, and sends it back as an attachment.

Note
Only files in the formats *.xls, *.xlsx, and *.csv can be processed. The transformed output file will be in Excel format.

To use the Document Processor module:

Select the Ushur where you want to add the Document Processor module.
Click the Document Processor icon. This displays the Document Processor dialog box.

The table below lists the options and descriptions of this dialog box.

Options	Description
Label	Unique name of the transform module
Set	The variable that maps to where the transformed document is saved
Source	The source of the document that needs to be processed and transformed. Note Ensure to select incEmailNonOcrAsset. This is the variable associated with capturing the file from an incoming email module.
Apply Rules	Associated Ruleset and conditions that are predefined using the Ruleset tab.
Password	The variable associated with the password, if the file is password protected.
Document Output Mode	New - Will create a new file that will contain the transformed processed data. You can specify the following details for the new file. New Name - Provide a new name for the transformed document Retain Original Name - The transformed document file name will remain unchanged and will retain the original name Original Name with Prefix - Specify the prefix value in the Prefix box Original Name with Suffix - Specify the suffix value in the Suffix box Interleaved - Will create interleaves within the same document and present the data in a specified format. New Sheet - You can associate the new sheet with a Prefix or Suffix character Origin Sheet - Select Activate and specify the prefix or suffix value in the original sheet Exception Sheet - Select Activate and specify the prefix or suffix value in the exception sheet Color - You can choose a specific color code for each of these sheets mentioned above
Output Document Name	The name of the new transformed document.
Rules	Specify the Domain Specific Language (DSL) rules and conditions to process the document for the document transformation feature. Note Contact the Customer Success team to get the Document Transformation Rule. For more information, Documentation Transformation.
Upload Rules	Click the Upload Rules to upload the rules in the text file(*.txt) format.
Column Map CSV	Upload the *.csv file to associate each column with the predefined column names specified in the rules.

Was this article helpful?

What's Next

Documentation Transformation